Financial Planner (WealthTech)

TL;DR

Financial Planner (WealthTech): Crafting holistic financial plans and wealth strategies for members within a collaborative, tech-driven environment with an accent on tax planning, investment research, and cross-functional product development. Focus on reinventing the wealth management industry by partnering with engineering and product teams to build proprietary financial tools.

Location: Must be based in or willing to relocate to McLean, VA, New York City, or Seattle. Role is on-site Monday-Friday.

Company

hirify.global is a fast-growing WealthTech platform providing holistic, all-in-one financial management solutions to help users achieve their financial goals.

What you will do

• Advise members on unique financial goals and aspirations through an asynchronous platform.
• Build and implement iterative financial plans and wealth strategies.
• Collaborate with a team of advisors to provide subject matter expertise.
• Partner with product and engineering teams to prioritize and develop proprietary financial tools.
• Research and present investment strategies to members.
• Coordinate complex tax filing and estate planning requirements.

Requirements

• Must be based in or willing to relocate to McLean, VA, New York City, or Seattle.
• Active designation as CFP, CPA, CFA, EA, or ECA.
• 4-8+ years of experience in client-facing financial services.
• Significant experience in delivering financial advice directly to consumers.
• Deep expertise in tax planning and building tax projections.
• Strong interest in the tech space and industry innovation.

Culture & Benefits

• Comprehensive health coverage including medical, dental, and vision.
• 401k retirement plan.
• Technology allowance.
• Paid parental leave and PTO.
• In-person team and company events.